How do I add coaching tips to templates?

Note: This feature is available with the Enterprise Plan.

You can add tips and coaching to templates to help users better understand the intended use of a template or campaign. Anyone using the template will see the tip above the template content and while using the template itself.

Add coaching tips to a template

1.) Navigate to the Template Library.

Please note you may see the Library on the left-hand screen navigation. If not, follow the instructions below to access the More menu and then select the Template Library.

  1. Tap on More in the lower left on your computer (cloze.com). 
  2. Select Template Library. 

2.) Select the template and tap on Edit.

  1. Search for the marketing template by name or the content of the template.
  2. Tap on the marketing template.
  3. Tap on Edit or the pencil icon in the upper right.

3.) Add the coaching tip to the template.

  1. Tap on the coaching tip icon (i).
  2. Add your coaching tips.
  3. Tap on the save button.
  4. Tap on the Review button and save the template to the appropriate library.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.